Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRTIX (MAINSTAY RETIREMENT 2030 FUND CLASS I) | NA | -36.48% | -10.29% | -4.88% | 2.20% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 07/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRTIX (MAINSTAY RETIREMENT 2030 FUND CLASS I) | 07/02/2007 | 04/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -36.48 | -10.29 | -4.88 | 2.20 | NA | NA | … | … | 0.00 | -29.79 | -8.09 | 12.06 | 11.23 | -0.71 | 1.47 | 24.03 | 17.55 | -2.19 | 13.48 | 29.40 | -34.22 | 2.63 |
| Sharpe Ratio | NA | -0.83 | -0.42 | -0.25 | 0.10 | NA | NA | … | … | 0.00 | -0.68 | -0.78 | 1.60 | 0.96 | -0.07 | 0.15 | 2.47 | 1.59 | -0.11 | 0.90 | 1.42 | -1.11 | 0.19 |
| Standard Deviation(%) | NA | 45.60 | 27.52 | 22.50 | 18.59 | NA | NA | … | … | NA | 45.89 | 12.07 | 7.16 | 11.46 | 10.87 | 9.91 | 9.73 | 11.08 | 20.08 | 14.88 | 20.60 | 31.58 | 13.63 |
| Draw Down(%) | NA | 37.66 | 38.56 | 38.56 | 38.56 | NA | NA | … | … | 0.00 | 37.66 | 15.85 | 4.84 | 10.40 | 10.70 | 8.39 | 5.99 | 9.65 | 19.30 | 12.30 | 20.41 | 40.94 | 6.98 |
| Yield(%) | 0.00 | 0.00 | 5.56 | 5.06 | 5.77 | 3.63 | 2.72 | … | … | 0.00 | 0.00 | 9.46 | 7.02 | 4.99 | 4.46 | 3.71 | 5.44 | 4.34 | 8.43 | 2.54 | 1.99 | 1.52 | 1.03 |
Data as of 04/02/2020, Common starting date is 07/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTIX (MAINSTAY RETIREMENT 2030 FUND CLASS I) |
-10.32%
Mar 2017 – Mar 2020 |
-4.95%
Feb 2015 – Feb 2020 |
2.33%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTIX (MAINSTAY RETIREMENT 2030 FUND CLASS I) |
20.67%
Feb 2009 – Feb 2012 |
17.83%
Feb 2009 – Feb 2014 |
11.41%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart